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Enterprise Reporter 3.2.2 - Quick Start Guide

Introducing Quest® Enterprise Reporter Key Features of Enterprise Reporter Enterprise Reporter Components For information on installation, see Installing Enterprise Reporter . System Requirements An Overview of Enterprise Reporter Communications and Credentials Required Installing Enterprise Reporter Step-By-Step Walkthroughs

Activating or Updating Your License

Activate or update your license in the Configuration Manager on the System | Information page.

To activate your license
1
Install and open the Configuration Manager.
2
Connect to your Enterprise Reporter server.
If no license has been installed, the licensing dialog box appears.
3
Click Update License and navigate to your license file.
4
Click Open.
5
In the licensing dialog box, click OK.

Create Your First Enterprise Reporter Cluster and Node

The Configuration Manager contains a wizard that walks you through the process of creating clusters and nodes. You can create a cluster without a node, and add the nodes later, but you will not be able to run a discovery without an enabled node.

To create your first cluster and node
1
On the Manage Discovery Clusters pane, click Create Cluster.
2
Enter a name for the cluster.
A default name, First Cluster, is provided, but you should change this to something meaningful, such as the location of your cluster.
3
Browse to your shared data location, and click OK.
- OR -
Select No network share specified.

For more information, see Things to Consider Before Creating a Cluster in the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation. 

If desired provide a description.

4
Click Next.
If you do not wish to add any nodes at this time, skip to step 11.
5
Browse to the computer where the node is to be created, and click OK.
6
Select an account from the Credential Manager.
If the account you want is not on the list, click Add, enter the account, and select it from the list.
* 
NOTE: The node credentials must have local administrator access to the host computer and be a member of the Reporter_Discovery_Nodes group.

For more information, see Using the Credential Manager in the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation. 

To use SQL credentials to connect to the database, select Database Credential, choose SQL Authentication, and select the SQL account from the Credential Manager.

7
Optionally, set tasks to be System - managed or specify a Maximum number of tasks..

For more information, see Nodes in the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation. 

Click Add.

You can add more than one node at a time to the same cluster. Repeat steps 6 through 9 until you have added all of your nodes.
By default, nodes are enabled after they are created. If you prefer to manually enable the nodes, clear the Enable Node check box. At least one node must be enabled in order for your cluster to be functional.
8
Click Finish.
If you chose to create a cluster without any nodes, click Yes.

The new node appears on the Discovery Nodes tab. Your node will be enabled, unless you cleared the Enable the nodes check box.

For a listing of possible node statuses, see What does the status of a node or cluster indicate? in the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation. 

 

* 
NOTE: When a node is deployed and enabled, the cluster is also enabled. If you deployed the node without enabling it, you have to manually enable the cluster.

For more information, see Enabling a Cluster in the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation. 

 

Step-By-Step Walkthroughs

Enterprise Reporter is a very flexible reporting tool, that can be used for many different purposes. This section uses examples of common uses to highlight how to set up Enterprise Reporter to maximize its potential.

•
Pre- and Post-Migration Assessment — Assess your network environment before migrating to identify any issues, and re-assess once the migration is complete to ensure that everything went as planned.
•
Manage Compliance — Set up reports to automatically generate and be delivered, minimizing the time you have to spend demonstrating compliance.
•
Change History Reporting — Track changes in your network environment using Change History Reporting. You can monitor changes to hardware, SQL databases, files, folders and so on.
•
File Storage Consolidation — Prepare for storage migration by identifying and excluding from migration files that are unused, orphaned, or are in violation of your storage usage policy.
•
Office 365 and Azure Reporting - Assess your Office 365 and Azure usage and configuration.

This walkthrough will guide you through each of these use cases for Enterprise Reporter. Each scenario shows you how to leverage Enterprise Reporter to get the information you want when you need it.

* 
NOTE: These scenarios assume you have installed Enterprise Reporter and set up the database. For more information, see Installing Enterprise Reporter .

Pre- and Post-Migration Assessment

Before you migrate computers and users to a new environment, you should assess their current state. Using reports generated by Enterprise Reporter, you can ensure that everything is ready to be migrated. Once the migration is complete, you can re-assess to ensure your environment is as you expect, and identify any issues that need resolving.

Scenario

You have received a request to identify all users, groups, and group memberships for a particular domain, and to provide it in Excel format for tracking purposes. This same report will be required after migrating all users to a new domain.

You will need to take the following steps:

1
Configure a Cluster to Perform the Data Discovery
2
Create a Discovery to Define the Data Collection
3
Run the Discovery to Collect the Data
4
Run the Reports You Need and Export Them to Excel
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